Ridgewood Investments LLC — 13F Holdings & Portfolio

CIK 1703556 · latest 13F-HR filed 2026-10-05

Ridgewood Investments LLC manages $271.3M in 13F-reported U.S. long-equity assets across 217 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are BRK.B (9.88%), GOOGL (3.25%), SGOV (1.90%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 13 new positions and exited 4; 54 existing positions rose in reported value and 89 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$271.3M

Long-equity book

Holdings

217

Distinct positions

Period

2026-09-30

Filed 2026-10-05

Q/Q Activity

+13 / −4 / ↑54 / ↓89

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26

BRK.B9.9% · +15%GOOGL3.3% · 0%SGOV1.9% · -13%VOO1.9% · +4%FLRN1.7% · +7%VO1.5% · +1%GOOG1.5% · -5%VT1.5% · -2%SHV1.5% · -0%META1.4% · -6%VB1.4% · +2%MSFT1.4% · -6%NVDA1.3% · +5%SCHB1.3% · -0%BND1.2% · +139%MKL1.2% · +1%BSV1.2% · -29%BIV1.2% · +50%QCOM1.1% · +18%BNDX0.9% · +11%MDT0.9% · 0%SCHP0.9% · +145%QQQ0.9% · -1%AMZN0.9% · +2%TXN0.9% · -9%SCHV0.8% · -6%VGSH0.8% · -3%VONV0.8% · -1%VIG0.8% · -1%VWOB0.8% · +24%BMY0.7% · -20%VEU0.7% · +0%PEP0.7% · +7%ORI0.7% · +2%TSM0.7% · -2%HSIC0.7% · -8%HCI0.7% · 0%ORCL0.7% · +16%TROW0.6% · -15%UTHR0.6% · 0%VMBS0.6% · -14%SPDW0.6% · -7%BABA0.6% · +5%LOW0.6% · +20%IGSB0.6% · -13%KMB0.6% · +3%UPS0.6% · +2%TSCO0.6% · +26%SPLV0.6% · -1%DIS0.6% · +4%AX0.6% · -1%CRM0.6% · -2%OTEX0.6% · +1%OTIS0.5% · +4%MRSH0.5% · 0%CARR0.5% · +9%HPE0.5% · -28%PGR0.5% · +1%MOS0.5% · +10%VTI0.5% · -6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 26%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 3, 2026.

Assets Under Management

$419.2M

Discretionary

$355.5M

Employees

Accounts

576

Address

623 MORRIS AVENUE
SPRINGFIELD, NJ 07081

Phone

(973) 544-6970

Website

WWW.RIDGEWOODINVESTMENTS.COM
DIVIDENDGROWTHPARTNERS.COM

Name	Title / Status	Ownership	Type
MAJMUDAR, KAUSHAL, BHUPENDRA Control	PRESIDENT, MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER since Dec 2002	75% or more	Individual
NAVA-MAJMUDAR, AHALYA	MEMBER/VP since Feb 2006	10–25%	Individual

Ownership & leadership changes · 7 filings with changes since Mar 16, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 28, 2025 filing

No longer listedLEMMON, VALERIE, RUBIO · PORTFOLIO ANALYST AND PARTNER · Less than 5% · listed since Jun 2020
No longer listedMCGUIRE, TERRANCE, PATRICK · PRESIDENT, RIDGEWOOD DIVIDEND GROWTH PARTNER/MEMBER · 10–25% · control person · listed since Aug 2012
No longer listedNamiri, Sam · PARTNER · Less than 5% · listed since Jan 2020
ChangedMAJMUDAR, KAUSHAL, BHUPENDRA · ownership 50–75% → 75% or more
ChangedNAVA-MAJMUDAR, AHALYA · no longer a control person

Mar 30, 2022 filing

AddedLEMMON, VALERIE, RUBIO · PORTFOLIO ANALYST AND PARTNER · Less than 5%

Mar 30, 2021 filing

AddedNamiri, Sam · PARTNER · Less than 5%
ChangedMCGUIRE, TERRANCE, PATRICK · title PRESIDENT, RIDGEWOOD DIVIDEND GROWTH PARTNER → PRESIDENT, RIDGEWOOD DIVIDEND GROWTH PARTNER/MEMBER
ChangedNAVA-MAJMUDAR, AHALYA · title VICE PRESIDENT AND CO-OWNER → MEMBER/VP

Mar 27, 2020 filing

ChangedMCGUIRE, TERRANCE, PATRICK · title PRESIDENT, RIDGEWOOD DIVIDEND GROWTH AND PARTNER → PRESIDENT, RIDGEWOOD DIVIDEND GROWTH PARTNER

Feb 17, 2017 filing

ChangedMAJMUDAR, KAUSHAL, BHUPENDRA · ownership 75% or more → 50–75%
ChangedMCGUIRE, TERRANCE, PATRICK · ownership Less than 5% → 10–25%

Mar 31, 2014 filing

ChangedMCGUIRE, TERRANCE, PATRICK · title PRESIDENT, RIDGEWOOD DIVIDEND STRATEGIES GROUP → PRESIDENT, RIDGEWOOD DIVIDEND GROWTH AND PARTNER

Oct 19, 2012 filing

AddedMCGUIRE, TERRANCE, PATRICK · PRESIDENT, RIDGEWOOD DIVIDEND STRATEGIES GROUP · Less than 5% · control person

Mar 16, 2012 filing (earliest on record)

ListedMAJMUDAR, KAUSHAL, BHUPENDRA · PRESIDENT, MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER · 75% or more · control person
ListedNAVA-MAJMUDAR, AHALYA · VICE PRESIDENT AND CO-OWNER · 10–25% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

BERKSHIRE HATHAWAY INC DEL$3.5M +14.8%
VANGUARD BD INDEX FDS$1.9M +128.6%
SCHWAB STRATEGIC TR$1.4M +132.7%
VANGUARD BD INDEX FDS$965.0K +42.5%
MICROSOFT CORP$864.3K +29.3%

Show all 54 →

Top Trims

VANGUARD BD INDEX FDS-$1.4M -30.2%
ISHARES TR-$789.5K -13.3%
UNITEDHEALTH GROUP INC-$574.6K -49.4%
UNITED MICROELECTRONICS CORP-$572.3K -42.8%
PRICE T ROWE GROUP INC-$495.7K -22.1%

Show all 89 →

New Positions

Show all 13 →

Exited Positions

WHITESTONE REIT$341.3K
CHUBB LTD SWITZ$321.3K
SEA LTD$244.6K
KB HOME$212.2K

Loading…

#	Issuer	Symbol	CUSIP	Value	Δ

Ridgewood Investments LLC Holdings (2026-09-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	BERKSHIRE HATHAWAY INC DEL	BRK.B	084670702	$26.8M	9.88%	53,852	SH
2	ALPHABET INC	GOOGL	02079K305	$8.8M	3.25%	25,638	SH
3	ISHARES TR	SGOV	46436E718	$5.2M	1.90%	51,189	SH
4	VANGUARD INDEX FDS	VOO	922908363	$5.1M	1.87%	7,245	SH
5	SPDR SERIES TRUST	FLRN	78468R200	$4.6M	1.69%	149,034	SH
6	VANGUARD INDEX FDS	VO	922908629	$4.1M	1.52%	52,442	SH
7	ALPHABET INC	GOOG	02079K107	$4.0M	1.49%	11,882	SH
8	VANGUARD INTL EQUITY INDEX F	VT	922042742	$4.0M	1.48%	25,473	SH
9	ISHARES TR	SHV	464288679	$4.0M	1.48%	36,306	SH
10	META PLATFORMS INC	META	30303M102	$3.9M	1.44%	5,384	SH
11	VANGUARD INDEX FDS	VB	922908751	$3.8M	1.41%	13,425	SH
12	MICROSOFT CORP	MSFT	594918104	$3.8M	1.40%	7,427	SH
13	NVIDIA CORPORATION	NVDA	67066G104	$3.5M	1.30%	15,464	SH
14	SCHWAB STRATEGIC TR	SCHB	808524102	$3.4M	1.25%	116,090	SH
15	VANGUARD BD INDEX FDS	BND	921937835	$3.3M	1.23%	47,653	SH
16	MARKEL GROUP INC	MKL	570535104	$3.3M	1.22%	1,936	SH
17	VANGUARD BD INDEX FDS	BSV	921937827	$3.2M	1.19%	42,395	SH
18	VANGUARD BD INDEX FDS	BIV	921937819	$3.2M	1.19%	44,391	SH
19	QUALCOMM INC	QCOM	747525103	$3.0M	1.12%	16,462	SH
20	VANGUARD CHARLOTTE FDS	BNDX	92203J407	$2.6M	0.94%	54,578	SH
21	MEDTRONIC PLC	MDT	G5960L103	$2.5M	0.93%	29,271	SH
22	SCHWAB STRATEGIC TR	SCHP	808524870	$2.5M	0.93%	99,933	SH
23	INVESCO QQQ TR	QQQ	46090E103	$2.4M	0.89%	3,265	SH
24	AMAZON COM INC	AMZN	023135106	$2.4M	0.87%	9,483	SH
25	TEXAS INSTRS INC	TXN	882508104	$2.4M	0.87%	8,417	SH
26	SCHWAB STRATEGIC TR	SCHV	808524409	$2.2M	0.83%	67,331	SH
27	VANGUARD SCOTTSDALE FDS	VGSH	92206C102	$2.2M	0.83%	38,892	SH
28	VANGUARD SCOTTSDALE FDS	VONV	92206C714	$2.2M	0.82%	20,572	SH
29	VANGUARD SPECIALIZED FUNDS	VIG	921908844	$2.2M	0.81%	9,468	SH
30	VANGUARD WHITEHALL FDS	VWOB	921946885	$2.0M	0.75%	32,339	SH
31	BRISTOL-MYERS SQUIBB CO	BMY	110122108	$2.0M	0.74%	32,043	SH
32	VANGUARD INTL EQUITY INDEX F	VEU	922042775	$2.0M	0.72%	23,693	SH
33	PEPSICO INC	PEP	713448108	$1.9M	0.70%	14,959	SH
34	OLD REP INTL CORP	ORI	680223104	$1.9M	0.69%	50,515	SH
35	TAIWAN SEMICONDUCTOR MANUFAC	TSM	874039100	$1.8M	0.68%	4,053	SH
36	SCHEIN HENRY INC	HSIC	806407102	$1.8M	0.68%	21,891	SH
37	HCI GROUP INC	HCI	40416E103	$1.8M	0.68%	10,539	SH
38	ORACLE CORP	ORCL	68389X105	$1.8M	0.65%	12,841	SH
39	PRICE T ROWE GROUP INC	TROW	74144T108	$1.7M	0.64%	16,768	SH
40	UNITED THERAPEUTICS CORP DEL	UTHR	91307C102	$1.7M	0.64%	3,209	SH
41	VANGUARD SCOTTSDALE FDS	VMBS	92206C771	$1.7M	0.64%	38,904	SH
42	SPDR INDEX SHS FDS	SPDW	78463X889	$1.7M	0.63%	34,007	SH
43	ALIBABA GROUP HLDG LTD	BABA	01609W102	$1.7M	0.63%	15,850	SH
44	LOWES COS INC	LOW	548661107	$1.6M	0.60%	8,794	SH
45	ISHARES TR	IGSB	464288646	$1.6M	0.59%	31,394	SH
46	KIMBERLY-CLARK CORP	KMB	494368103	$1.6M	0.59%	16,499	SH
47	UNITED PARCEL SVCS INC	UPS	911312106	$1.6M	0.59%	17,127	SH
48	TRACTOR SUPPLY CO	TSCO	892356106	$1.6M	0.58%	49,907	SH
49	INVESCO EXCH TRADED FD TR II	SPLV	46138E354	$1.5M	0.57%	21,917	SH
50	DISNEY WALT CO	DIS	254687106	$1.5M	0.56%	14,611	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-09-30	2026-10-05	$271.3M	217	0001703556-26-000010
2026-06-30	2026-08-03	$267.2M	208	0001703556-26-000007
2026-03-31	2026-04-03	$244.5M	208	0001703556-26-000004
2025-09-30	2025-10-30	$237.0M	202	0001703556-25-000010

Filer Information

Address

623 MORRIS AVENUE
SPRINGFIELD, NJ 07081

Phone

(973) 544-6970

Filing Manager

Ridgewood Investments LLC

SPRINGFIELD, NJ

Signatory

Kaushal Majmudar

CEO